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Vanguard Short-Term Bond ETF

1,130 hedge funds and large institutions have $30.2B invested in Vanguard Short-Term Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 415 increasing their positions, 492 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 169181 (+12)

2.95% more ownership

Funds ownership: 75.5%78.45% (+3%)

4% more capital invested

Capital invested by funds: $28.9B → $30.2B (+$1.28B)

8% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 98

2% less funds holding

Funds holding: 1,1571,130 (-27)

16% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 492

26% less call options, than puts

Call options by funds: $845K | Put options by funds: $1.15M

Holders
1,130
Holders Change
-27
Holders Change %
-2.33%
% of All Funds
19.47%
Holding in Top 10
181
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+7.1%
% of All Funds
3.12%
New
90
Increased
415
Reduced
492
Closed
98
Calls
$845K
Puts
$1.15M
Net Calls
-$300K
Net Calls Change
-$991K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Calamos Wealth Management
Illinois
$16M +$11.4M +149,530 +232%
BWA
152
BDO Wealth Advisors
Florida
$15.9M -$8.96M -117,317 -36%
AA
153
ALPS Advisors
Colorado
$15.9M -$288K -3,765 -2%
GGS
154
Galvin Gaustad & Stein
Arizona
$15.6M -$493K -6,450 -3%
AWM
155
Aprio Wealth Management
Georgia
$15.6M -$3.69M -48,266 -19%
CFA
156
Cahill Financial Advisors
Minnesota
$15.5M -$137K -1,797 -0.9%
Prudential Financial
157
Prudential Financial
New Jersey
$15.4M +$497K +6,507 +3%
BC
158
Burney Company
Virginia
$15.4M -$393K -5,149 -2%
MG
159
MilWealth Group
Wisconsin
$15.3M +$20.1K +263 +0.1%
BFA
160
BMS Financial Advisors
South Dakota
$15.2M +$15.5M +203,184 New
TF
161
TIAA FSB
Florida
$15.1M +$490K +6,418 +3%
CWC
162
Carolinas Wealth Consulting
North Carolina
$15.1M +$344K +4,508 +2%
BFO
163
Boston Family Office
Massachusetts
$14.8M +$2.37M +31,027 +19%
RVPG
164
Relative Value Partners Group
$14.5M +$182K +2,378 +1%
GFS
165
GYL Financial Synergies
Connecticut
$14.5M -$518K -6,780 -3%
RPG
166
Resource Planning Group
Georgia
$14.4M +$4.76M +62,359 +48%
BHWM
167
Bay Harbor Wealth Management
Maryland
$14.4M +$3.12M +40,792 +27%
HL
168
HeadInvest LLC
Maine
$13.8M -$522K -6,836 -4%
NAS
169
Nicolet Advisory Services
Wisconsin
$13.8M -$503K -6,584 -3%
CA
170
CoreCap Advisors
Michigan
$13.7M +$1.08M +14,185 +8%
CIC
171
Cutler Investment Counsel
Oregon
$13.4M +$153K +1,996 +1%
ODIJL
172
One Day In July LLC
Vermont
$13.3M -$846K -11,075 -6%
BRWA
173
B. Riley Wealth Advisors
Florida
$12.9M -$201K -2,631 -2%
WDC
174
Woodward Diversified Capital
California
$12.7M +$4.46M +58,384 +53%
B
175
BetterWealth
California
$12.5M -$4.97K -65 -0%

BSV Hedge Fund Activity: Q3 2022 in Review

1,130 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2022, worth a combined $30.2B — up 4.4% from $28.9B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BSV and 90 opened new positions — a net loss of 8 holders — while 492 trimmed existing stakes and 415 added.

The largest buyer was Envestnet Asset Management, adding an estimated $911M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $432M sold.

  • 1,130 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2022, down from 1,157 in Q2 2022.
  • Funds reported $30.2B of Vanguard Short-Term Bond ETF stock for Q3 2022, up 4.4% quarter-over-quarter.
  • 90 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2022 and 98 closed out, a net change of -8 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $911M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2022 was Exchange Traded Concepts, an estimated $432M sold.

Based on aggregated 13F filings for Q3 2022.